Planning Associate

Garrett joined Milestone Financial Planning, LLC in 2022 as an intern and quickly became a valued member of the team. In 2024, he earned his Bachelor of Science in Finance, summa cum laude, from Providence College. During his studies, Garrett was inducted into Beta Gamma Sigma, an international business honor society that recognizes the top 5% of students from accredited business school programs across more than 190 countries worldwide. 

After graduating, Garrett joined Milestone full-time as a Planning Associate, where he supports the firm's financial planning process and works closely with advisors to deliver comprehensive, client-focused solutions. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrating his commitment to professional excellence and high ethical standards in financial planning. 

Garrett resides in Billerica, Massachusetts. Outside of work, he enjoys working out, playing hockey, and cheering on all Boston sports teams. He also loves exploring new restaurants with friends and family.